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    • Home
    • For Firms
    • Pricing
    • For New Planners
    • About the Zoo
    • Zoo Tales
    • Connect
  • Home
  • For Firms
  • Pricing
  • For New Planners
  • About the Zoo
  • Zoo Tales
  • Connect
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our mission

Our mission at Planning Zoo is to support the growth of planning firms, inspire and coach new planners, and ultimately increase the number of experienced planners in our profession. 


NURTURING FINANCIAL PLANNERS EVERYWHERE

Visit The EXHIBITS

giraffe

Data Entry

New Hire Training

Data Migration

Case by case data entry into your planning software. Currently supporting eMoney, MoneyGuide, and RightCapital.

Visit Data Entry
lion

Data Migration

New Hire Training

Data Migration

Data entry from your old planning software to your new planning software. Currently supporting eMoney, MoneyGuide, and Right Capital.

Visit Data Migration

New Hire Training

New Hire Training

New Hire Training

Training for your new hire - initial software training, using your client cases as real world examples with weekly mentorship and support.

Visit New Hire Training

The meeting went great - the data was excellent! Good job zoo critters!


Emilie G., Firm Owner

Join us in Planning Adventures at The Zoo

client documents; person signing a contract

The Data Entry Exhibit

  • Leverage your internal team by outsourcing planning software data entry and initial review work, leaving your planning team to focus on higher value activities without hiring a full-time employee. 
  • We train on eMoney, MoneyGuide, and RightCapital. You stay in front of your clients.
  • Give back to the profession by allowing new planners to experience what the planning role entails. 

Visit Data Entry
client documents; planning details; person working a calculator

The Data Migration Exhibit

  • Save time and effort by outsourcing your software migration, leaving your internal team to focus on the clients. 
  • We transfer client financial data from your old software to your new software. You continue your ongoing client services.
  • Give back to the profession by allowing new planners to experience what the planning role entails. 

Visit Data Migration

The New Hire Training Exhibit

  • Save time and effort by outsourcing the training of your new, inexperienced planner.
  • We train on both the software and planning topics using your client cases. 
  • We provide mentorship and ongoing feedback.

Visit New Hire Training

QUESTIONS?

If you have specific questions or need any additional information, please contact us

Contact the Zoo

Copyright © 2022 Planning Zoo - All Rights Reserved.

Email: Zookeeper@PlanningZoo.com

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